Memorize custom investing account groupings

It would be helpful and time saver if we group save custom investment account selections to be used across various investing reporting. For example, the wife and I each have multiple investment accounts and when I only want to look at her account for allocation/performance/... I have to manually select just hers every time. I understand a custom report can be saved, but I'm more referring to the Investing Tab on the classic dashboard.
2 votes

New · Last Updated


  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    One way to save a group of accounts in the Portfolio views is to create named views, like "My accounts", "Her accounts", etc.

    Quicken has recently added more views beyond the standard ones.
    QWin Premier subscription